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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
3276
Sentinel Trust
Texas
$293K +$304K +1,853 New
ZCA
3277
Zeke Capital Advisors
Pennsylvania
$292K +$36K +219 +13%
SCFS
3278
S.C. Financial Services
Arizona
$292K +$285K +1,737 New
CCP
3279
Cassia Capital Partners
North Carolina
$291K -$2.05M -12,495 -87%
SHWM
3280
Smith & Howard Wealth Management
Georgia
$291K +$11.5K +70 +4%
CIM
3281
Confluence Investment Management
Missouri
$290K -$4.93K -30 -2%
TCOK
3282
Trust Company of Kansas
Kansas
$290K -$1.81K -11 -0.6%
APS
3283
American Planning Services
Florida
$289K +$300K +1,825 New
AAM
3284
Ameraudi Asset Management
New York
$288K – – –
KC
3285
Kingfisher Capital
North Carolina
$288K +$328 +2 +0.1%
ACP
3286
Arcus Capital Partners
Georgia
$288K +$69.3K +422 +30%
TWM
3287
Triton Wealth Management
Arizona
$286K +$5.09K +31 +2%
NA
3288
Navellier & Associates
Nevada
$285K -$16.4K -100 -5%
SF
3289
Symphony Financial
Texas
$285K +$38.3K +233 +15%
KNFPWM
3290
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$284K +$295K +1,796 New
SWP
3291
Summit Wealth Partners
Florida
$284K +$17.2K +105 +6%
SFC
3292
SYM Financial Corp
Indiana
$284K -$11.5K -70 -4%
LFA
3293
Level Financial Advisors
New York
$282K +$293K +1,783 New
BWM
3294
Boyd Wealth Management
California
$280K +$290K +1,768 New
NRW
3295
Nova R Wealth
Kansas
$279K +$289K +1,760 New
KL
3296
KilterHowling LLC
Colorado
$279K +$289K +1,760 New
GB
3297
Goepper Burkhardt
South Carolina
$278K +$164 +1 +0.1%
EPM
3298
Equitec Proprietary Markets
Illinois
$278K +$289K +1,757 New
HSG
3299
Helen Stephens Group
Texas
$278K +$289K +1,758 New
SFP
3300
Sterling Financial Planning
New Jersey
$277K +$65.7K +400 +30%
130 131
132
133 134